Institutional Ownership Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV). We have compiled data on the 3,834 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
24,641
shares
|
$14.9 Million
0.36% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
24,639
shares
|
$14.9 Million
3.09% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
24,626
shares
|
$14.8 Million
0.8% of portfolio
|
Q4 2024
Added 34.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
24,559
shares
|
$14.8 Million
1.09% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
24,550
shares
|
$14.8 Million
8.95% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
24,459
shares
|
$14.7 Million
2.67% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
24,418
shares
|
$14.7 Million
1.01% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
24,382
shares
|
$14.7 Million
2.48% of portfolio
|
Q4 2024
Reduced 87.57%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
24,335
shares
|
$14.7 Million
18.2% of portfolio
|
Q4 2024
Reduced 24.69%
|
|
|
Pembroke Management, LTD
|
Jan 31, 2025 Q4 2024 |
24,334
shares
|
$14.7 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
24,313
shares
|
$14.7 Million
6.2% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
24,257
shares
|
$14.6 Million
0.83% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
24,103
shares
|
$14.5 Million
3.58% of portfolio
|
Q2 2022
Added 5.84%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
24,078
shares
|
$14.5 Million
3.67% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
23,994
shares
|
$14.5 Million
0.63% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
23,978
shares
|
$14.5 Million
0.47% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
23,955
shares
|
$14.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,944
shares
|
$14.4 Million
6.64% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
23,927
shares
|
$14.4 Million
8.13% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
23,917
shares
|
$14.4 Million
7.67% of portfolio
|
Q3 2023
Added 2.42%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
23,916
shares
|
$14.4 Million
6.79% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
23,912
shares
|
$14.4 Million
2.98% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
23,879
shares
|
$14.4 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
23,833
shares
|
$14.4 Million
8.3% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,734
shares
|
$14.3 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.93%
|